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Sargent Bickham Lagudis’s Hewlett Packard HPE Stock Holding History

Sargent Bickham Lagudis’s Portfolio HPE Stock Details HPE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		$75.9K Sell
4,753
-27
-0.6% -$398 0.01% 373
2022
Q3 		$58K Sell
4,780
-70
-1% -$951 0.01% 385
2022
Q2 		$65K Buy
4,850
+75
+2% +$1.14K 0.01% 376
2022
Q1 		$80K Buy
4,775
+2
+0% +$34 0.01% 368
2021
Q4 		$75K Buy
4,773
+1
+0% +$15 0.01% 381
2021
Q3 		$68K Buy
4,772
+2
+0% +$29 0.01% 393
2021
Q2 		$70K Buy
4,770
+1
+0% +$16 0.01% 397
2021
Q1 		$75K Buy
4,769
+65
+1% +$900 0.01% 368
2020
Q4 		$56K Sell
4,704
-5,193
-52% -$54.5K 0.01% 407
2020
Q3 		$93K Sell
9,897
-22
-0.2% -$210 0.01% 301
2020
Q2 		$97K Sell
9,919
-348
-3% -$3.42K 0.01% 281
2020
Q1 		$100K Sell
10,267
-23
-0.2% -$301 0.01% 254
2019
Q4 		$163K Buy
10,290
+26
+0.3% +$415 0.02% 224
2019
Q3 		$156K Sell
10,264
-3,220
-24% -$45.8K 0.02% 215
2019
Q2 		$202K Sell
13,484
-3,900
-22% -$59.1K 0.02% 202
2019
Q1 		$268K Sell
17,384
-2,347
-12% -$36.2K 0.03% 187
2018
Q4 		$261K Buy
19,731
+152
+0.8% +$2.28K 0.03% 178
2018
Q3 		$319K Sell
19,579
-298
-1% -$4.77K 0.04% 171
2018
Q2 		$290K Sell
19,877
-1,900
-9% -$31.5K 0.04% 168
2018
Q1 		$382K Buy
21,777
+1
+0% +$17 0.05% 149
2017
Q4 		$313K Buy
21,776
+3,524
+19% +$50.1K 0.04% 171
2017
Q3 		$268K Sell
18,252
-5,274
-22% -$71.9K 0.03% 186
2017
Q2 		$303K Buy
23,526
+211
+0.9% +$2.94K 0.04% 169
2017
Q1 		$321K Sell
23,315
-140
-0.6% -$1.88K 0.04% 170
2016
Q4 		$315K Hold
23,455
– – 0.05% 158
2016
Q3 		$310 Hold
23,455
– – 0.05% 164
2016
Q2 		$249K Sell
23,455
-573
-2% -$5.83K 0.04% 182
2016
Q1 		$248K Buy
+24,028
New +$201K 0.04% 182

Other funds holding HPE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Sargent Bickham Lagudis's HPE Position: Q4 2022 in Review

Sargent Bickham Lagudis reduced its Hewlett Packard (HPE) stake by 0.56% in Q4 2022, selling an estimated $398 and leaving 4,753 shares worth $75.9K. The position accounts for 0.01% of the portfolio, ranked #373.

Sargent Bickham Lagudis first reported a position in HPE in Q1 2016 and has held it in 28 quarters since. The position peaked at $382K in Q1 2018. 847 funds tracked by Wall St. Rank hold HPE as of Q4 2022.

  • Sargent Bickham Lagudis held 4,753 shares of Hewlett Packard worth $75.9K as of Q4 2022.
  • Sargent Bickham Lagudis sold 27 Hewlett Packard shares in Q4 2022, an estimated $398.
  • Hewlett Packard made up 0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #373 holding.
  • Sargent Bickham Lagudis first reported a position in Hewlett Packard in Q1 2016 and has held it in 28 quarters since.
  • Sargent Bickham Lagudis's Hewlett Packard position peaked at $382K in Q1 2018.
  • 847 funds tracked by Wall St. Rank held Hewlett Packard as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.